Financial Advisors offering Portfolio Management, 401k Plans and Financial Planning

Saratoga Springs, NY | St Augustine, FL | 518-499-4565 | 866-998-7331

Home
How We Can Help
Our Team
Media
Resources
Client Login
Contact Us
Career Opportunities

Month: October 2014

Jason Macgregor portfolio manager, financial advisor

Is your investment strategy based on a solid plan or hope?

October 28, 2014 mmwealth 0

Is your investment strategy based on a solid plan or hope? In mid-October a client called in a slight state of alarm to discuss the […]

What Clients are Saying

“Thank you so much for the very thoughtful retirement gift! That was very sweet of you! 🙂

I’m sure it will take a while for the concept to sink in, that there is no more daily “work routine”. We look forward to this change in lifestyle. And we credit your wisdom and guidance in helping us achieve our goals!” – Jim & Amy

Upcoming Events

September 5, 2022
- - Labor Day - Office Closed- Labor Day - Office ClosedMarket Closed
September 20, 2022
- Medicare Planning Webinar
  12:00 pm - 1:00 pmMedicare Planning WebinarTime: 12:00 pm - 1:00 pm
  View our web page to see what will be covered https://www.mmwealth.com/medicare-webinar/
September 22, 2022
- Medicare Planning Webinar
  5:00 pm - 6:00 pmMedicare Planning WebinarTime: 5:00 pm - 6:00 pm
  View our web page to see what will be covered https://www.mmwealth.com/medicare-webinar/

Minich MacGregor Wealth Management

21 Congress Street, Suite 203 | Saratoga Springs, NY | 12866

10 F Street | St. Augustine, FL | 32080

Direct: 518.499.4565 | Toll-free: 866.998.7331 |Fax: 518.430.0090

Email: yourteam@mmwealth.com

Legal

Disclosures

Form CRS

Like us
Follow us